Word 2010: Mail Merge to with Attachments

Save this PDF as:
 WORD  PNG  TXT  JPG

Size: px
Start display at page:

Download "Word 2010: Mail Merge to Email with Attachments"

Transcription

1 Word 2010: Mail Merge to with Attachments Table of Contents TO SEE THE SECTION FOR MACROS, YOU MUST TURN ON THE DEVELOPER TAB:... 2 SET REFERENCE IN VISUAL BASIC:... 2 CREATE THE MACRO TO USE WITHIN THE MAIL MERGE:... 2 CREATE THE DIRECTORY FOR THE MAIL MERGE USING OUTLOOK CONTACTS:... 4 CREATE THE MAIL MERGE AND RUN THE MACRO:... 5 CREATE ANOTHER MERGE WITH ATTACHMENTS USING AN EXCEL FILE AS THE SOURCE:... 6 CREATE THE MAIL MERGE AND RUN THE MACRO:... 8 ADD THE MACRO TO A BUTTON ON THE QUICK ACCESS TOOLBAR: Page 1

2 To see the section for Macros, you must turn on the Developer tab: 1) File / Options / Customize Ribbon / check Developer under Customize the Ribbon / OK Set reference in Visual Basic: 1) Developer tab / Code group / Visual Basic 2) In the Microsoft Visual Basic window, choose Tools / References 3) Scroll to Microsoft Outlook ## Object Library / check this option / OK 4) File / Close and Return to Microsoft Word Create the macro to use within the Mail Merge: 1) Copy the code needed for the macro - to be pasted into the Visual Basic window: a) Go to the following webpage: b) Scroll down and select all of the code from Sub mergewithattachments () through End Sub at the end of the code / Copy / return to Word Page 2

3 2) Create the macro in Visual Basic: a) Developer tab / Code group / Macros Macro name: mergewithattachments Macros in: All active templates and documents Description: This macro will complete the mail merge process when creating a mail merge to with attachments. b) Paste the code you copied into the Visual Basic Editor: Click the Create button. (1) The Visual Basic application opens. Delete any existing code in the Code window. Paste the code you copied from the web page into the Code window. Close the Visual Basic window. Page 3

4 Create the Directory for the mail merge using Outlook Contacts: 1) Mailings tab / Start Mail Merge group / Start Mail Merge button / Directory 2) Select the recipients of the mail merge: This can be any of the usual sources you would use for a mail merge: Outlook Contacts, an Excel spreadsheet, Word table, Access database. The source you use for this Directory must be the same source you are using for the mail merge. a) Click the Select Recipients button / Select from Outlook Contacts In the Select Contacts dialog box, make sure the contact folder you wish to use is selected, and then click OK. In the Mail Merge Recipients dialog box you can deselect whomever you do not need to send the mail merge to. OK 3) Create the Directory document: a) Insert a 1 x 2 table: One column will hold the addresses, and one column will hold the file path for the attachment. Insert tab / Tables group / Table button / highlight the first two cells in the grid / click the second cell to add a new table. Insertion point should be in the first cell of the table. b) Insert the address merge field: Mailings tab / Write & Insert Fields group / Insert Merge Field / select _Address If the document you want to send in the mail merge is the same for everyone, you can add the path to the file in this document. If you are sending different documents to your mail merge recipients, you can add that information after merging to a new document. When you add a path to the file, it must be exact. We will assume that we are sending the same document to everyone for this mail merge. Page 4

5 c) Add the file path to the second column: Place the insertion point in the second cell / Activate Windows Explorer Open the folder that contains the document(s) you want to attach. Click in the address bar to see the full path / Copy the selection Return to Word / Paste the selection in the second cell Return to Windows Explorer / select the name of the file, including the file extension / Copy the selection Return to Word / type a back slash at the end of the current path / Paste the selection after the slash d) Finish and Merge the letter to individual documents: Mailings tab / Finish group / Finish & Merge button / select Edit Individual Documents In the Merge to New Document dialog box, choose All / OK A new document is created with the list of addresses and the path to the file. e) Save the new document: Make sure you remember where you have this document stored you will be prompted for it when the macro runs. Save As / Name your file / Save Close the Directory file / close the mail merge document without saving. Create the Mail Merge and run the macro: 1) Create a New document / Mailings tab / Start Mail Merge group / Start mail Merge button / Letters a) Select Recipients button / Select from Outlook Contacts / OK at the Select Contacts dialog box. At the Mail Merge Recipients you can pick and choose who to send the mail merge to. b) Select your recipients / OK 2) Write the letter, inserting mail merge fields, as needed. This is a typical mail merge only the ending process has changed. 3) Finish and Merge the letter to individual documents: a) Mailings tab / Finish group / Finish and Merge button / Edit Individual Documents / All / OK Page 5

6 4) Run the macro: a) Developer tab / Code group / Macros button / select the mergewithattachments macro / Run If the macro delivers an error and brings you back to the Visual Basic window: Cancel the window Developer tab / Code group / Visual Basic button / Tools / References make sure Microsoft Outlook ## Object Library is selected / OK Close the Visual Basic window. Rerun the macro. b) Word takes you to the Open dialog box navigate to the Directory document / select the file and click Open. c) Enter a subject for the message / OK A message is returned indicating the number of s that were sent. If you need to keep a copy of the document, save it, otherwise, close all documents without saving. Create another merge with attachments using an Excel file as the source: The macro has already been created. Once it s created, you can use it over and over. Remember that the source for your Directory must be the same as the source for your Mail Merge recipients. 1) Create a new Directory: a) Create a New Document / Mailings tab / Start Mail Merge group / Start Mail Merge button / Directory b) Select the recipients of the mail merge: Remember - the source you use for this Directory must be the same source you are using for the mail merge. Click the Select Recipients button / Use Existing List (1) In the Select Data Source window, navigate to the Excel file / select the file / Open (2) In the Select Table dialog box, choose the worksheet that contains your contact information / OK If needed, click the Edit Recipient List button / select only the recipients for the mail merge / OK Page 6

7 2) Create the Directory document: a) Insert a 1 x 2 table: Insert tab / Tables group / Table button / highlight the first two cells in the grid / click the second cell to add a new table. Insertion point should be in the first cell of the table. b) Insert the address merge field: Mailings tab / Write & Insert Fields group / Insert Merge Field / insert the address field Note if your fieldnames do not appear, you must match them to the fieldnames that Word recognizes. Use the Match Fields button on the Ribbon. If the document you want to send in the mail merge is the same for everyone, you can add the path to the file in this document. If you are sending different documents to your mail merge recipients, you can add that information after merging to a new document. When you add a path to the file, it must be exact. We will send different documents to the recipients this time. c) Finish and Merge the letter to individual documents: Leave the second column blank we will fill this in after sending to individual letters. Mailings tab / Finish group / Finish & Merge button / select Edit Individual Documents In the Merge to New Document dialog box, choose All / OK d) Add the file paths to the second column: Place the insertion point in the second cell of the first row / activate Windows Explorer Open the folder that contains the document(s) you want to attach. Click in the address bar to see the full path / Copy the selection Return to Word / Paste the selection in the second cell Return to Windows Explorer / select the name of the file, including the file extension / Copy the selection Return to Word / type a back slash at the end of the current path / Paste the selection after the slash Continue this process, using the different file paths for each recipient. e) Save the new Directory document: Make sure you remember where you have this document stored you will be prompted for it when the macro runs. Save As / Name the Directory / Save Close the Directory file / close the mail merge document without saving. Page 7

8 Create the Mail Merge and run the macro: 1) Create a New document / Mailings tab / Start Mail Merge group / Start mail Merge button / Letters a) Select Recipients button / Use an Existing List / In the Select Data Source window, navigate to the Excel source file / select the file / Open In the Select Table dialog box, choose the worksheet that contains your contact information / OK b) If necessary, click Edit Recipient List / select only the recipients of the mail merge / OK. 2) Write the letter, inserting mail merge fields, as needed. 3) Finish and Merge the letter to individual documents: a) Mailings tab / Finish group / Finish and Merge button / Edit Individual Documents / All / OK 4) Run the macro: a) Developer tab / Code group / Macros button / select the mergewithattachments macro / Run b) Word takes you to the Open dialog box navigate to the Directory document / select the file / Open. c) Enter a subject for the message / OK A message is returned indicating the number of s that were sent. Add the macro to a button on the Quick Access Toolbar: 1) Click the Customize Quick Access Toolbar button / More Commands a) Choose commands from: = Macros b) Select your macro name / Add c) Click Modify at the bottom of the second column / choose a picture for the button / change the Display name: merge with Attachments, for example / OK / OK 2) When you are ready to complete the mail merge process, click the macro button to run the code. Page 8

MICROSOFT WORD: MAIL MERGE

MICROSOFT WORD: MAIL MERGE SIU Medical Library / Department of Information and Communication Sciences MICROSOFT WORD: MAIL MERGE MICROSOFT WORD 2010 OVERVIEW Mail Merge allows you to automatically merge a list of variable information,

More information

Merging Labels, Letters, and Envelopes Word 2013

Merging Labels, Letters, and Envelopes Word 2013 Merging Labels, Letters, and Envelopes Word 2013 Merging... 1 Types of Merges... 1 The Merging Process... 2 Labels - A Page of the Same... 2 Labels - A Blank Page... 3 Creating Custom Labels... 3 Merged

More information

Microsoft Excel 2013: Using a Data Entry Form

Microsoft Excel 2013: Using a Data Entry Form Microsoft Excel 2013: Using a Data Entry Form Using Excel's built in data entry form is a quick and easy way to enter data into an Excel database. Using the form allows you to: start a new database table

More information

Importing Contacts to Outlook

Importing Contacts to Outlook Importing Contacts to Outlook 1. The first step is to create a file of your contacts from the National Chapter Database. 2. You create this file under Reporting, Multiple. You will follow steps 1 and 2

More information

The first thing to do is choose if you are creating a mail merge for printing or an e-mail merge for distribution over e-mail.

The first thing to do is choose if you are creating a mail merge for printing or an e-mail merge for distribution over e-mail. Create a mail or e-mail merge Use mail or e-mail merge when you want to create a large number of documents that are mostly identical but include some unique information. For example, you can use mail merge

More information

Mail Merge Creating Mailing Labels 3/23/2011

Mail Merge Creating Mailing Labels 3/23/2011 Creating Mailing Labels in Microsoft Word Address data in a Microsoft Excel file can be turned into mailing labels in Microsoft Word through a mail merge process. First, obtain or create an Excel spreadsheet

More information

Microsoft SharePoint 2010 End User Quick Reference Card

Microsoft SharePoint 2010 End User Quick Reference Card Microsoft SharePoint 2010 End User Quick Reference Card Microsoft SharePoint 2010 brings together the people, documents, information, and ideas of the University into a customizable workspace where everyone

More information

IT Quick Reference Guides Performing Mail Merges in Word 2010

IT Quick Reference Guides Performing Mail Merges in Word 2010 IT Quick Reference Guides Performing Mail Merges in Word 2010 Word Guides Mail merges are useful when you want to create form letters or other documents sent to or drawing information from multiple customers.

More information

What is a Mail Merge?

What is a Mail Merge? NDUS Training and Documentation What is a Mail Merge? A mail merge is generally used to personalize form letters, to produce mailing labels and for mass mailings. A mail merge can be very helpful if you

More information

Microsoft Word 2013: Mail Merge

Microsoft Word 2013: Mail Merge Microsoft Word 2013: Mail Merge Mail merge is a tool which allows you to create form letters, mailing labels and envelopes by linking a main document to a data source. It is the process of combining a

More information

Mail Merge. Course Description. Objectives: Design a Main Document. Design a Data Source. Directories. Merge the Main Document with the Data

Mail Merge. Course Description. Objectives: Design a Main Document. Design a Data Source. Directories. Merge the Main Document with the Data Mail Merge Course Description The Mail Merge feature allows you to combine items from a data source into a document. This allows you to create form letters, mailing labels, envelopes, etc. You also have

More information

Excel Reports and Macros

Excel Reports and Macros Excel Reports and Macros Within Microsoft Excel it is possible to create a macro. This is a set of commands that Excel follows to automatically make certain changes to data in a spreadsheet. By adding

More information

Creating a Participants Mailing and/or Contact List:

Creating a Participants Mailing and/or Contact List: Creating a Participants Mailing and/or Contact List: The Limited Query function allows a staff member to retrieve (query) certain information from the Mediated Services system. This information is from

More information

Microsoft Office Access 2007 Basics

Microsoft Office Access 2007 Basics Access(ing) A Database Project PRESENTED BY THE TECHNOLOGY TRAINERS OF THE MONROE COUNTY LIBRARY SYSTEM EMAIL: TRAININGLAB@MONROE.LIB.MI.US MONROE COUNTY LIBRARY SYSTEM 734-241-5770 1 840 SOUTH ROESSLER

More information

E-mailing a large amount of recipients

E-mailing a large amount of recipients E-mailing a large amount of recipients DO NOT use the TO or CC field! If you have a large list of recipients you need to send an email you, you should never try sending one large email with all of the

More information

Email Basics. a. Click the arrow to the right of the Options button, and then click Bcc.

Email Basics. a. Click the arrow to the right of the Options button, and then click Bcc. Email Basics Add CC or BCC You can display the Bcc box in all new messages that you compose. In a new message, do one of the following: 1. If Microsoft Word is your e-mail editor a. Click the arrow to

More information

Mail Merge Tutorial (for Word 2003-2007) By Allison King Spring 2007 (updated Fall 2007)

Mail Merge Tutorial (for Word 2003-2007) By Allison King Spring 2007 (updated Fall 2007) Mail Merge Tutorial (for Word 2003-2007) By Allison King Spring 2007 (updated Fall 2007) What is mail merge? You've probably heard it mentioned around the office or at an interview (especially for a temp

More information

How Do I Upload Multiple Trucks?

How Do I Upload Multiple Trucks? How Do I Upload Multiple Trucks? 1. Log into account. Please see the How Do I Log into My Account? document (DOC-0125) for additional assistance with logging into PrePass.com. 2. On the Admin Home tab,

More information

Create a New Database in Access 2010

Create a New Database in Access 2010 Create a New Database in Access 2010 Table of Contents OVERVIEW... 1 CREATING A DATABASE... 1 ADDING TO A DATABASE... 2 CREATE A DATABASE BY USING A TEMPLATE... 2 CREATE A DATABASE WITHOUT USING A TEMPLATE...

More information

OUTLOOK 2010 TIPS TABLE OF CONTENTS 1. SEND A BLIND CARBON COPY MARQUETTE UNIVERSITY IT SERVICES

OUTLOOK 2010 TIPS TABLE OF CONTENTS 1. SEND A BLIND CARBON COPY MARQUETTE UNIVERSITY IT SERVICES OUTLOOK 2010 TIPS TABLE OF CONTENTS 1.Send a Blind Carbon Copy... 1 2. Change the view of the Outlook window... 2 3. Use Out of Office Assistant... 2 4. Create Rules... 4 5. Use Autocomplete... 5 6. Request

More information

Advanced Presentation Features and Animation

Advanced Presentation Features and Animation There are three features that you should remember as you work within PowerPoint 2007: the Microsoft Office Button, the Quick Access Toolbar, and the Ribbon. The function of these features will be more

More information

ACCESS 2007. Importing and Exporting Data Files. Information Technology. MS Access 2007 Users Guide. IT Training & Development (818) 677-1700

ACCESS 2007. Importing and Exporting Data Files. Information Technology. MS Access 2007 Users Guide. IT Training & Development (818) 677-1700 Information Technology MS Access 2007 Users Guide ACCESS 2007 Importing and Exporting Data Files IT Training & Development (818) 677-1700 training@csun.edu TABLE OF CONTENTS Introduction... 1 Import Excel

More information

Microsoft Excel 2013: Macro to apply Custom Margins, Titles, Gridlines, Autofit Width & Add Macro to Quick Access Toolbar & How to Delete a Macro.

Microsoft Excel 2013: Macro to apply Custom Margins, Titles, Gridlines, Autofit Width & Add Macro to Quick Access Toolbar & How to Delete a Macro. Microsoft Excel 2013: Macro to apply Custom Margins, Titles, Gridlines, Autofit Width & Add Macro to Quick Access Toolbar & How to Delete a Macro. Do you need to always add gridlines, bold the heading

More information

Introduction to Microsoft Access 2003

Introduction to Microsoft Access 2003 Introduction to Microsoft Access 2003 Zhi Liu School of Information Fall/2006 Introduction and Objectives Microsoft Access 2003 is a powerful, yet easy to learn, relational database application for Microsoft

More information

Instructions for creating a data entry form in Microsoft Excel

Instructions for creating a data entry form in Microsoft Excel 1 of 5 You have several options when you want to enter data manually in Excel. You can enter data in one cell, in several cells at the same time, or on more than one worksheet (worksheet/spreadsheet: The

More information

Microsoft Word 2007 - Mail Merge

Microsoft Word 2007 - Mail Merge Microsoft Word 2007 - Mail Merge Mail merge is a tool which allows you to create form letters, mailing labels and envelopes by linking a main document to a set of data or data source. It is the process

More information

Six Steps to Completing a Mail-Merge

Six Steps to Completing a Mail-Merge Six Steps to Completing a Mail-Merge Mail merging means to plug data from an address table into form letters, e-mail messages, envelopes, address labels, or a directory (a list or catalog, for example).

More information

SENDING E-MAILS WITH MAIL MERGE

SENDING E-MAILS WITH MAIL MERGE SENDING E-MAILS WITH MAIL MERGE You can use Mail Merge for Word and Outlook to create a brochure or newsletter and send it by e- mail to your Outlook contact list or to another address list, created in

More information

Symantec Enterprise Vault

Symantec Enterprise Vault Symantec Enterprise Vault Guide for Microsoft Outlook 2010 Users 9.0 Contents Chapter 1 Enterprise Vault options and mailbox icons Enterprise Vault options and toolbar buttons Enterprise Vault Outlook

More information

Using Mail Merge to Create Form Letters and Labels

Using Mail Merge to Create Form Letters and Labels Using Mail Merge to Create Form Letters and Labels 1. Open the word document on your floppy: Practice letter 2. Go to Tools > Mail Merge. The Mail Merger Helper appears. We are going to create form letters,

More information

Microsoft Office 2010

Microsoft Office 2010 Access Tutorial 1 Creating a Database Microsoft Office 2010 Objectives Learn basic database concepts and terms Explore the Microsoft Access window and Backstage view Create a blank database Create and

More information

1.5 MONITOR. Schools Accountancy Team INTRODUCTION

1.5 MONITOR. Schools Accountancy Team INTRODUCTION 1.5 MONITOR Schools Accountancy Team INTRODUCTION The Monitor software allows an extract showing the current financial position taken from FMS at any time that the user requires. This extract can be saved

More information

Microsoft Word 2010 Mail Merge (Level 3)

Microsoft Word 2010 Mail Merge (Level 3) IT Services Microsoft Word 2010 Mail Merge (Level 3) Contents Introduction...1 Creating a Data Set...2 Creating the Merge Document...2 The Mailings Tab...2 Modifying the List of Recipients...3 The Address

More information

Outlook 2013 ~ Advanced

Outlook 2013 ~ Advanced Mail Using Categories 1. Select the message that for the category. 2. Select the appropriate category. 3. The category color displays next to the message. Renaming Categories 1. Select a message. 2. Select

More information

MICROSOFT OUTLOOK 2010 WORK WITH CONTACTS

MICROSOFT OUTLOOK 2010 WORK WITH CONTACTS MICROSOFT OUTLOOK 2010 WORK WITH CONTACTS Last Edited: 2012-07-09 1 Access to Outlook contacts area... 4 Manage Outlook contacts view... 5 Change the view of Contacts area... 5 Business Cards view... 6

More information

MICROSOFT OUTLOOK 2011 READ, SEARCH AND PRINT E-MAILS

MICROSOFT OUTLOOK 2011 READ, SEARCH AND PRINT E-MAILS MICROSOFT OUTLOOK 2011 READ, SEARCH AND PRINT E-MAILS Lasted Edited: 2012-07-10 1 Find the Inbox... 3 Check for New Mail... 4 Manually check for new messages... 4 Change new incoming e-mail schedule options...

More information

Instructions for Creating an Outlook E-mail Distribution List from an Excel File

Instructions for Creating an Outlook E-mail Distribution List from an Excel File Instructions for Creating an Outlook E-mail Distribution List from an Excel File 1.0 Importing Excel Data to an Outlook Distribution List 1.1 Create an Outlook Personal Folders File (.pst) Notes: 1) If

More information

MS WORD 2007 (PC) Macros and Track Changes Please note the latest Macintosh version of MS Word does not have Macros.

MS WORD 2007 (PC) Macros and Track Changes Please note the latest Macintosh version of MS Word does not have Macros. MS WORD 2007 (PC) Macros and Track Changes Please note the latest Macintosh version of MS Word does not have Macros. Record a macro 1. On the Developer tab, in the Code group, click Record Macro. 2. In

More information

Instructions: Using Mail Merge in Word to Send E mails via Outlook

Instructions: Using Mail Merge in Word to Send E mails via Outlook Instructions: Using Mail Merge in Word to Send E mails via Outlook The mail merge tool in Word can be used to quickly and easily send personalized e mails via your Outlook e mail application to individuals

More information

Managing Contacts in Outlook

Managing Contacts in Outlook Managing Contacts in Outlook This document provides instructions for creating contacts and distribution lists in Microsoft Outlook 2007. In addition, instructions for using contacts in a Microsoft Word

More information

Planning and Creating a Custom Database

Planning and Creating a Custom Database Planning and Creating a Custom Database Introduction The Microsoft Office Access 00 database wizards make creating databases easy, but you may need to create a database that does not fit any of the predefined

More information

SPSS: Getting Started. For Windows

SPSS: Getting Started. For Windows For Windows Updated: August 2012 Table of Contents Section 1: Overview... 3 1.1 Introduction to SPSS Tutorials... 3 1.2 Introduction to SPSS... 3 1.3 Overview of SPSS for Windows... 3 Section 2: Entering

More information

Lesson 07: MS ACCESS - Handout. Introduction to database (30 mins)

Lesson 07: MS ACCESS - Handout. Introduction to database (30 mins) Lesson 07: MS ACCESS - Handout Handout Introduction to database (30 mins) Microsoft Access is a database application. A database is a collection of related information put together in database objects.

More information

Outlook Web Access. PRECEDED by v\

Outlook Web Access. PRECEDED by v\ Outlook Web Access Logging in to OWA (Outlook Web Access) from Home 1. Login page http://mail.vernonct.org/exchange 2. To avoid these steps each time you login, you can add the login page to your favorites.

More information

Mail Merges, Labels and Email Message Merges in Word 2007 Contents

Mail Merges, Labels and Email Message Merges in Word 2007 Contents Mail Merges, Labels and Email Message Merges in Word 2007 Contents Introduction to Mail Merges... 2 Mail Merges Using the Mail Merge Wizard... 3 Creating the Main Document... 3 Selecting the Data Source...

More information

Learn how to create web enabled (browser) forms in InfoPath 2013 and publish them in SharePoint 2013. InfoPath 2013 Web Enabled (Browser) forms

Learn how to create web enabled (browser) forms in InfoPath 2013 and publish them in SharePoint 2013. InfoPath 2013 Web Enabled (Browser) forms Learn how to create web enabled (browser) forms in InfoPath 2013 and publish them in SharePoint 2013. InfoPath 2013 Web Enabled (Browser) forms InfoPath 2013 Web Enabled (Browser) forms Creating Web Enabled

More information

Appendix A How to create a data-sharing lab

Appendix A How to create a data-sharing lab Appendix A How to create a data-sharing lab Creating a lab involves completing five major steps: creating lists, then graphs, then the page for lab instructions, then adding forms to the lab instructions,

More information

WVU PROJECT MANAGEMENT CENTRAL (PMC) 301. Robert C. Byrd Health Sciences Center Office of Institutional Planning. Guide for Project Managers

WVU PROJECT MANAGEMENT CENTRAL (PMC) 301. Robert C. Byrd Health Sciences Center Office of Institutional Planning. Guide for Project Managers WVU Robert C. Byrd Health Sciences Center Office of Institutional Planning PROJECT MANAGEMENT CENTRAL (PMC) 301 Guide for Project Managers Fostering a culture of high purpose, accountability & accomplishment

More information

How to install and use the File Sharing Outlook Plugin

How to install and use the File Sharing Outlook Plugin How to install and use the File Sharing Outlook Plugin Thank you for purchasing Green House Data File Sharing. This guide will show you how to install and configure the Outlook Plugin on your desktop.

More information

Learning Services IT Guide. Access 2013

Learning Services IT Guide. Access 2013 Learning Services IT Guide Access 2013 Microsoft Access is a programme which allows you to store a lot of information easily in the form of a database. For example you could create a database which stored

More information

MICROSOFT ACCESS 2003 TUTORIAL

MICROSOFT ACCESS 2003 TUTORIAL MICROSOFT ACCESS 2003 TUTORIAL M I C R O S O F T A C C E S S 2 0 0 3 Microsoft Access is powerful software designed for PC. It allows you to create and manage databases. A database is an organized body

More information

Create a new investment form and publish it to a SharePoint 2013 forms library

Create a new investment form and publish it to a SharePoint 2013 forms library Create a new investment form and publish it to a SharePoint 2013 forms library Step 1, create two new document libraries in the root site of your a collection 1) Open SharePoint Designer 2013 2) Create

More information

SAP BUSINESS OBJECT ANALYSIS FOR EXCEL DEVELOPER GUIDE

SAP BUSINESS OBJECT ANALYSIS FOR EXCEL DEVELOPER GUIDE STEP 1: Log on to Business Object Analysis for Excel. Path: Start All Programs SAP Business Intelligence Analysis for Microsoft Excel Click Microsoft Excel will appear Figure 1 STEP 2: Choose Microsoft

More information

Advanced Excel 10/20/2011 1

Advanced Excel 10/20/2011 1 Advanced Excel Data Validation Excel has a feature called Data Validation, which will allow you to control what kind of information is typed into cells. 1. Select the cell(s) you wish to control. 2. Click

More information

Microsoft Outlook Tips & Tricks

Microsoft Outlook Tips & Tricks Microsoft Outlook Tips & Tricks Columbia College Technology Services Table of Contents Creating an email signature Page 1 Handling attachments Page 1 Sending an attachment Opening an attachment Page 2

More information

Word 2007: Mail Merge Learning Guide

Word 2007: Mail Merge Learning Guide Word 2007: Mail Merge Learning Guide Getting Started Mail merge techniques allow you to create a document which combines repetitive text elements with data drawn from an external data document. To perform

More information

Organizing and Managing Email

Organizing and Managing Email Organizing and Managing Email Outlook provides several tools for managing email, including folders, rules, and categories. You can use these tools to help organize your email. Using folders Folders can

More information

Microsoft Access 2010 Part 1: Introduction to Access

Microsoft Access 2010 Part 1: Introduction to Access CALIFORNIA STATE UNIVERSITY, LOS ANGELES INFORMATION TECHNOLOGY SERVICES Microsoft Access 2010 Part 1: Introduction to Access Fall 2014, Version 1.2 Table of Contents Introduction...3 Starting Access...3

More information

Creating a Distribution List from an Excel Spreadsheet

Creating a Distribution List from an Excel Spreadsheet Creating a Distribution List from an Excel Spreadsheet Create the list of information in Excel Create an excel spreadsheet. The following sample file has the person s first name, last name and email address

More information

1. Open the Practice web site. 2. Open the favorite.htm file. 3. Select the text to be used as the hyperlink for the first favorite web site.

1. Open the Practice web site. 2. Open the favorite.htm file. 3. Select the text to be used as the hyperlink for the first favorite web site. FrontPage 2003 Lesson 13 - Hyperlinks Types of Hyperlinks Hyperlinks are the primary method used to navigate between pages and Web sites. Links can point to other web pages, web sites, graphics, files,

More information

Overview of sharing and collaborating on Excel data

Overview of sharing and collaborating on Excel data Overview of sharing and collaborating on Excel data There are many ways to share, analyze, and communicate business information and data in Microsoft Excel. The way that you choose to share data depends

More information

Microsoft Access to Microsoft Word Performing a Mail Merge from an Access Query

Microsoft Access to Microsoft Word Performing a Mail Merge from an Access Query Microsoft Access to Microsoft Word Performing a Mail Merge from an Access Query Performing a Query in Access Before performing a mail merge, we need to set up a query with the necessary fields. Opening

More information

Outlook Operating Instructions. Internal Desktop Access

Outlook Operating Instructions. Internal Desktop Access Outlook Operating Instructions Internal Desktop Access OUTLOOK OPERATING INSTRUCTIONS (INTERNAL DESKTOP ACCESS) FREQUENTLY ASKED QUESTIONS & ANSWERS Q: How do I check my email while on campus? A: Click

More information

Microsoft Office. Mail Merge in Microsoft Word

Microsoft Office. Mail Merge in Microsoft Word Microsoft Office Mail Merge in Microsoft Word TABLE OF CONTENTS Microsoft Office... 1 Mail Merge in Microsoft Word... 1 CREATE THE SMS DATAFILE FOR EXPORT... 3 Add A Label Row To The Excel File... 3 Backup

More information

Opening the FTD Document Center. Double-click the FTD Document Center icon on your Windows desktop.

Opening the FTD Document Center. Double-click the FTD Document Center icon on your Windows desktop. 23 The allows you to create templates for email messages that you will send from FTD Mercury. You can create several different delivery confirmation templates, as well as email cover letters that can be

More information

Tommy B. Harrington 104 Azalea Drive Greenville, NC 27858 Email: tommy@tommyharrington.com

Tommy B. Harrington 104 Azalea Drive Greenville, NC 27858 Email: tommy@tommyharrington.com M o s t U s e f u l E x c e l C o m m a n d s Tommy B. Harrington 104 Azalea Drive Greenville, NC 27858 Email: tommy@tommyharrington.com Computer Training YOU Can Understand! Most Useful Excel Commands

More information

Accounts Receivable: Importing Remittance Data

Accounts Receivable: Importing Remittance Data Updated December 2015 Contents...3 Getting Started...3 Configuring the Excel Spreadsheet...3 Importing the Data...5 2015 ECi Software Solutions, Inc. This feature lets you import check remittance information

More information

Creating an Excel Database for a Mail Merge on a PC. Excel Spreadsheet Mail Merge. 0 of 8 Mail merge (PC)

Creating an Excel Database for a Mail Merge on a PC. Excel Spreadsheet Mail Merge. 0 of 8 Mail merge (PC) Creating an Excel Database for a Mail Merge on a PC Excel Spreadsheet Mail Merge 0 of 8 Creating an Excel Database for a Mail Merge on a PC 1. To create a database for a mail merge you will first need

More information

Advanced Outlook 2010 Training Manual

Advanced Outlook 2010 Training Manual Advanced Outlook 2010 Training Manual 1 2 Contents Using the Calendar... 5 Creating Additional Calendars... 5 Viewing Calendars Side-by-Side or Overlaid... 7 Printing option for the Calendar... 9 Adding

More information

As in the example above, a Budget created on the computer typically has:

As in the example above, a Budget created on the computer typically has: Activity Card Create a How will you ensure that your expenses do not exceed what you planned to invest or spend? You can create a budget to plan your expenditures and earnings. As a family, you can plan

More information

MS Excel Template Building and Mapping for Neat 5

MS Excel Template Building and Mapping for Neat 5 MS Excel Template Building and Mapping for Neat 5 Neat 5 provides the opportunity to export data directly from the Neat 5 program to an Excel template, entering in column information using receipts saved

More information

Creating Reports with Smart View s Ad Hoc Analysis

Creating Reports with Smart View s Ad Hoc Analysis with Smart View s Ad Hoc Analysis Dartmouth College February 10, 2009 Table of Contents Overview... 3 Connecting to the Reporting Cube... 3 Setting Ad Hoc Options... 3 The Ad Hoc Grid... 4 Selecting Members

More information

MICROSOFT OFFICE ACCESS 2007 - NEW FEATURES

MICROSOFT OFFICE ACCESS 2007 - NEW FEATURES MICROSOFT OFFICE 2007 MICROSOFT OFFICE ACCESS 2007 - NEW FEATURES Exploring Access Creating and Working with Tables Finding and Filtering Data Working with Queries and Recordsets Working with Forms Working

More information

ICP Data Entry Module Training document. HHC Data Entry Module Training Document

ICP Data Entry Module Training document. HHC Data Entry Module Training Document HHC Data Entry Module Training Document Contents 1. Introduction... 4 1.1 About this Guide... 4 1.2 Scope... 4 2. Step for testing HHC Data Entry Module.. Error! Bookmark not defined. STEP 1 : ICP HHC

More information

Search help. More on Office.com: images templates

Search help. More on Office.com: images templates Page 1 of 14 Access 2010 Home > Access 2010 Help and How-to > Getting started Search help More on Office.com: images templates Access 2010: database tasks Here are some basic database tasks that you can

More information

Mail Merge (Microsoft Office 2010)

Mail Merge (Microsoft Office 2010) Mail Merge (Microsoft Office 2010) Microsoft Word s 2010 mail merge feature allows users to create one document, such as a customer appreciation letter, promotional letter, or an employee appreciation

More information

Planning and Managing Projects with Microsoft Project Professional 2013

Planning and Managing Projects with Microsoft Project Professional 2013 Project management deliverables (e.g. reports); WBS deliverables can be used for report timing Steps to Create a Project from an Existing Template: 1. Click File then New. 2. Select any of the featured

More information

Advanced Outlook Tutorials

Advanced Outlook Tutorials Advanced Outlook Tutorials Filtering: Create a filter to send email directly to a specific folder from a certain sender: 1. Right click on the sender s email. 2. Choose Rules. 3. Click on Create Rule.

More information

USER GUIDE. Unit 2: Synergy. Chapter 2: Using Schoolwires Synergy

USER GUIDE. Unit 2: Synergy. Chapter 2: Using Schoolwires Synergy USER GUIDE Unit 2: Synergy Chapter 2: Using Schoolwires Synergy Schoolwires Synergy & Assist Version 2.0 TABLE OF CONTENTS Introductions... 1 Audience... 1 Objectives... 1 Before You Begin... 1 Getting

More information

Microsoft Outlook 2010. Reference Guide for Lotus Notes Users

Microsoft Outlook 2010. Reference Guide for Lotus Notes Users Microsoft Outlook 2010 Reference Guide for Lotus Notes Users ContentsWelcome to Office Outlook 2010... 2 Mail... 3 Viewing Messages... 4 Working with Messages... 7 Responding to Messages... 11 Organizing

More information

Step One. Step Two. Step Three USING EXPORTED DATA IN MICROSOFT ACCESS (LAST REVISED: 12/10/2013)

Step One. Step Two. Step Three USING EXPORTED DATA IN MICROSOFT ACCESS (LAST REVISED: 12/10/2013) USING EXPORTED DATA IN MICROSOFT ACCESS (LAST REVISED: 12/10/2013) This guide was created to allow agencies to set up the e-data Tech Support project s Microsoft Access template. The steps below have been

More information

Microsoft Access 2010 handout

Microsoft Access 2010 handout Microsoft Access 2010 handout Access 2010 is a relational database program you can use to create and manage large quantities of data. You can use Access to manage anything from a home inventory to a giant

More information

USING WORDPERFECT'S MERGE TO CREATE MAILING LABELS FROM A QUATTRO PRO SPREADSHEET FILE Click on a Step to move to the next Step

USING WORDPERFECT'S MERGE TO CREATE MAILING LABELS FROM A QUATTRO PRO SPREADSHEET FILE Click on a Step to move to the next Step USING WORDPERFECT'S MERGE TO CREATE MAILING LABELS FROM A QUATTRO PRO SPREADSHEET FILE Click on a Step to move to the next Step STEP 1: Create or use a Quattro Pro or Excel File. The first row must be

More information

Fax and SMS Quickguide

Fax and SMS Quickguide INTRODUCTION U2 Fax and SMS allow faxes and SMS to be sent directly from a user s workstation via the Internet using U2 Webservices. This improves staff efficiency by removing the need to physically fax

More information

Overview... 2 How to Add New Documents... 3 Adding a Note / SMS or Phone Message... 3 Adding a New Letter... 4. How to Create Letter Templates...

Overview... 2 How to Add New Documents... 3 Adding a Note / SMS or Phone Message... 3 Adding a New Letter... 4. How to Create Letter Templates... THE DOCUMENT MANAGER Chapter 14 THE DOCUMENT MANAGER CONTENTS Overview... 2 How to Add New Documents... 3 Adding a Note / SMS or Phone Message... 3 Adding a New Letter... 4 How to Create Letter Templates...

More information

Sage 500 ERP Intelligence Reporting Getting Started Guide 27.11.2012

Sage 500 ERP Intelligence Reporting Getting Started Guide 27.11.2012 Sage 500 ERP Intelligence Reporting Getting Started Guide 27.11.2012 Table of Contents 1.0 Getting started 3 2.0 Managing your reports 10 3.0 Defining report properties 18 4.0 Creating a simple PivotTable

More information

High Impact email & Alpha Five: A Mail Merge Guide.

High Impact email & Alpha Five: A Mail Merge Guide. High Impact email & Alpha Five: A Mail Merge Guide. Performing a Mail Merge that utilizes your Alpha Five database takes just a few moments and allows you to easily send HTML messages to your contacts.

More information

Unified Reporting Tool: Troubleshooting Guide

Unified Reporting Tool: Troubleshooting Guide Unified Reporting Tool: Troubleshooting Guide This appendix identifies procedures and best practices for the most frequently-encountered challenges and questions regarding the 2015 Unified THIRA/SPR Reporting

More information

MAIL MERGE TUTORIAL. (For Microsoft Word 2003-2007 on PC)

MAIL MERGE TUTORIAL. (For Microsoft Word 2003-2007 on PC) MAIL MERGE TUTORIAL (For Microsoft Word 2003-2007 on PC) WHAT IS MAIL MERGE? It is a way of placing content from a spreadsheet, database, or table into a Microsoft Word document Mail merge is ideal for

More information

Create Mailing Labels Using Excel Data (Mail Merge)

Create Mailing Labels Using Excel Data (Mail Merge) Create Mailing Labels Using Excel Data (Mail Merge) This quick guide will show you how to create mailing labels from an Excel spreadsheet. To print mailing labels, you ll import Excel spreadsheet data

More information

SPV Reporting Tool VBA Code User Guide. Last Updated: December, 2009

SPV Reporting Tool VBA Code User Guide. Last Updated: December, 2009 SPV Reporting Tool VBA Code User Guide Last Updated: December, 2009 SPV Reporting Tool Excel VBA Functionalities Golden Copy Golden Copy - Introduction This portion of the User Guide will go through troubleshooting

More information

Instructions for Configuring a SAS Metadata Server for Use with JMP Clinical

Instructions for Configuring a SAS Metadata Server for Use with JMP Clinical Instructions for Configuring a SAS Metadata Server for Use with JMP Clinical These instructions describe the process for configuring a SAS Metadata server to work with JMP Clinical. Before You Configure

More information

Microsoft Office 2007 Orientation Objective 1: Become acquainted with the Microsoft Office Suite 2007 Layout

Microsoft Office 2007 Orientation Objective 1: Become acquainted with the Microsoft Office Suite 2007 Layout Microsoft Office 2007 Orientation Objective 1: Become acquainted with the Microsoft Office Suite 2007 Layout Microsoft Suite 2007 offers a new user interface. The top portion of the window has a new structure

More information

Mail Merge Microsoft Word and Excel Queries Scott Kern Senior Consultant

Mail Merge Microsoft Word and Excel Queries Scott Kern Senior Consultant Mail Merge Microsoft Word and Excel Queries Scott Kern Senior Consultant What We ll Cover 1. Enabling database connections through Microsoft Excel 2. Accessing the data stored in the SQL Database via the

More information

Office 365 Employee Email San Jac Outlook 2013

Office 365 Employee Email San Jac Outlook 2013 Office 365 Employee Email San Jac Outlook 2013 Interface Overview 1. Quick Access Toolbar contains shortcuts for the most commonly used tools. 2. File tab (Backstage View) contains tools to manage account

More information

Outlook Email. User Guide IS TRAINING CENTER. 833 Chestnut St, Suite 600. Philadelphia, PA 19107 215-503-7500

Outlook Email. User Guide IS TRAINING CENTER. 833 Chestnut St, Suite 600. Philadelphia, PA 19107 215-503-7500 Outlook Email User Guide IS TRAINING CENTER 833 Chestnut St, Suite 600 Philadelphia, PA 19107 215-503-7500 This page intentionally left blank. TABLE OF CONTENTS Getting Started... 3 Opening Outlook...

More information

Using Word 2007 For Mail Merge

Using Word 2007 For Mail Merge Using Word 2007 For Mail Merge Introduction This document assumes that you are familiar with using Word for word processing, with the use of a computer keyboard and mouse and you have a working knowledge

More information

Turn on or off the Out of Office Assistant

Turn on or off the Out of Office Assistant Turn on or off the Out of Office Assistant The Tools menu appears on the main Outlook window. The main window is the same window that appears when you start Outlook and includes the File, Edit, View, Go,

More information

Connect Now Workgroups and Communication:

Connect Now Workgroups and Communication: Connect Now Workgroups and Communication: If you click and login to Connect Now, you will see the main Family Suite as seen below: Click on Family Directory then on Family Workgroups Family Workgroups

More information

SECURE EMAIL USER GUIDE OUTLOOK 2000

SECURE EMAIL USER GUIDE OUTLOOK 2000 WELLS FARGO AUTHENTICATION SERVICES DATED: MAY 2003 TABLE OF CONTENTS GENERAL INFORMATION... 1 INSTALLING THE WELLS FARGO ROOT CERTIFICATE CHAIN.. 2 INSTALLING THE CERTIFICATES INTO IE... 3 SETTING UP

More information